ESE
ESCO TECHNOLOGIES INC
Next earnings Aug 5, 2026 · consensus $2.12 EPS, $342M rev
Last earnings -0.8% on 2026-05-07
$339.88
▼ -4.23%$339.88▲ +87.59%
over 1Y
L $181.18EODHDH $354.90
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-4.2%
1W-3.7%
1M+12.3%
3M+21.8%
YTD+72.0%
1Y+87.6%
Hold
Conviction
Horizon
Long (>12mo)
12-mo target
$•••
Street · 7 analysts
Buy
High-quality diversified engineered-products compounder with strong cash flow, but FY25 net income was flattered by a one-off and the stock is fully priced.
The read
Middling fundamentals offset by an attractive price (~29% below fair value) — worth a look on the value angle.
ESCO Technologies is a diversified, niche-leading engineered-products company spanning aerospace/defense, utility test and filtration. The underlying business is high quality and growing well: revenue rose 19.2% to $1.10B (extending a steady climb from $715M in FY2021), operating income grew 16.5% to $170M (a 15.6% operating margin), and operating cash flow surged 89.7% to $242M. The balance sheet is conservative — only $166M of long-term debt and 0.56x liabilities/equity — and returns are solid with a 19.4% ROE.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $715M | $858M | $856M | $919M | $1.10B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | $119M | $146M | $170M |
| Net income | $63.5M | $82.3M | $92.5M | $102M | $299M |
| Diluted EPS | $2.42 | $3.16 | $3.58 | $3.94 | $11.55 |
| Net margin | 8.9% | 9.6% | 10.8% | 11.1% | 27.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$8.87B
EV / EBITDA36.1
EV / Sales8.1
EV / FCF43.1
P / FCF42.7
PEG (trailing)0.15
Earnings yield3.4%
FCF yield2.3%
Quality & risk
ROIC (est.)7.8%
Free cash flow$206M
Total debt$186M
Net cash-$84.7M
Altman Z-Score7.64 safe
Piotroski F-Score3/8
Capital returns
Buyback yield0.1%
Dividend yield (est.)0.1%
Shareholder yield0.2%
Shares Δ YoY+0.2%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsRed flag in recent filings — agreement terminated (2026-06-03). Worth a closer look.
Recent filings
all on EDGAR ↗8-KPeriod ending 2026-05-292026-06-03open ↗SDFiling2026-05-21open ↗10-QPeriod ending 2026-03-312026-05-11open ↗8-KPeriod ending 2026-05-072026-05-07open ↗4Period ending 2026-05-012026-05-04open ↗SCHEDULE 13GFiling2026-04-29open ↗SCHEDULE 13GFiling2026-04-29open ↗4Period ending 2026-04-172026-04-20open ↗4Period ending 2026-04-172026-04-20open ↗4Period ending 2026-04-172026-04-20open ↗4Period ending 2026-04-172026-04-20open ↗4Period ending 2026-04-172026-04-20open ↗
Frequently asked
- Is ESCO TECHNOLOGIES INC (ESE) a buy?
- ESE currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. High-quality diversified engineered-products compounder with strong cash flow, but FY25 net income was flattered by a one-off and the stock is fully priced.
- What is ESE's fair value?
- A Modified-Graham model based on ESE's SEC fundamentals estimates a fair value of about $438.90. It is an estimate from reported earnings, not a price target.
- Is ESE overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, ESE currently appears undervalued relative to its SEC-grounded earnings power.
- What is ESCO TECHNOLOGIES INC's quality score?
- ESE scores 76.8235294117647/100 (grade B+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000866706, latest 10-Q filed 2026-05-11) · EODHD · analysis by claude-code · as of 6/21/2026, 8:49:45 PM.
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